ELECTRONIC DOCUMENT REVIEW STATEMENT OF WORK.PDF

For the 2/3/16 BOS Formal agenda:
ELECTRONIC DOCUMENT REVIEW AND ASSOCIATED SUPPORT ITEMS FOR PLANNING AND
DEVELOPMENT DEPARTMENT
In accordance with A.R.S. 42-17106(B), approve the transfer of revenue and expenditure authority
between Non-Departmental (470), Non-Departmental Grants Fund (249) and the Planning and
Development (440) Planning and Development Fees Fund (226). This action will require a revenue and
expenditure appropriation adjustment decreasing the FY 2016 Non-Departmental (470), Non-
Departmental Grants Fund (249), Non Recurring Non Project (0001) budget by an amount not to exceed
$750,000 and increasing the FY 2016 Planning and Development (440) Planning and Development Fees
Fund (226) Non Recurring Non Project (0001) budget by an amount not to exceed $750,000.
This will allow the Planning and Development Department to purchase professional services, licenses,
hardware and related implementation costs for a new and expanded Electronic Document Review (EDR)
system for the Planning and Development Department under contract 15042-CI, originally approved by
the Board of Supervisors on June 24, 2015. The amount includes approval for professional services to
integrate Electronic Document Review with e-PlanCheck to the Accela Civic Platform. This item is the
result of an ad hoc citizen task force initiative. The purpose is to minimize the cost and time necessary
for customers to process permits by providing the option to submit and receive permits electronically.
These adjustments will result in a County-wide net financial impact of zero.

Maricopa County
Planning & Development
EDR System
Estimated Start Date: February 2016
Statement of Work (ePlan) $ 102,847.84
License $ 79,326.00
Hardware $ 259,768.20
OET Implementation Costs $ 8,904.00
Contingency Costs (20%) $ 90,169.21
Professional Outside Consultants $ 200,000.00
Estimated Total $ 741,015.25

Statement of Work
Electronic Document Review (E-PlanCheck) Integration to
the Accela Civic Platform

Maricopa County
Planning & Development
EDR System
Estimated Start Date: January 2016
Task Hours Rate Amount
Project Management 48 $ 157.93 $ 7,580.64
EDR Installation (ePlanCheck) 28 $ 166.26 $ 4,655.28
EDR Analysis (44 current workflows) 56 $ 166.26 $ 9,310.56
EDR Configuration and Scripting 200 $ 166.26 $ 33,252.00
EDR Training (Admin and Reviewers) 16 $ 175.75 $ 2,812.00
ACA Configuration and Scripting 180 $ 166.26 $ 29,926.80
Testing and Go Live prep 32 $ 166.26 $ 5,320.32
Go Live Support 24 $ 166.26 $ 3,990.24
Service Totals 584 $ 96,847.84
Travel Expenses
Travel time and Expenses as incurred (4 trips) $ 1,500.00 16 $ 6,000.00
Total Project Budget $ 102,847.84
Assumptions:
This is a T@M estimate that assums County will play an active role in the project
If hours are not need to complete tasks the County will not be billed
The Workflows on the workflow tab will need to be reconfigured for EDR.
Scripts will be created to drive Task activation and assignments and notifications
TruePoint will provide basic support for Stamp Creation
The Permit Types on the permit type tab will need to be configured for ACA apply functionality

E-Plancheck Licenses, Maintenance and Initial Support

Maricopa County
Planning & Development
EDR System
Estimated Start Date: January 2016
License Costs
Per Unit Per Unit Total
Part # Product Name Quantity Price Discount Price
LCEPCEPCUSR3P01 ePlanCheck Named User License 60 $ 1,695.00 42% $ 58,986.00
MIEPCEPCUSR3P01 ePlanCheck Maintenance and Supp Initial 1 $ 20,340.00 0% $ 20,340.00
$ 79,326.00

Hardware Costs

Maricopa County
Planning & Development
EDR System
Estimated Start Date: January 2016
Hardware Needs
30 inch Writing Tuff Tab Type of
Monitors Pads Package Computer
Plan Review (13)
Tom Ewers 1 1 0
Ralph Shepard 2 1 0
Anthony Hall 2 1 0
Elizabeth Truong 2 1 0
Harry Stelling 2 1 0
Joe Sauer 2 1 0
Kim Schillereff 2 1 0
Matt Meaney 2 1 0
Roger Watkins 2 1 0
Ron Dickerson 2 1 0
Rudy Paniagua 2 1 0
Solita Carryl 2 1 0
Theresa Willson 2 1 0
Planning (9)
Darren Gerard 2 1 0
Charles Hart 2 0 0
Mathew Holm 2 1 0
Carol Hu 2 1 0
Derek Scheerer 2 1 0
Eric Smith 2 1 0
Farhad Tavassoli 2 1 0
Glenn Bak 2 1 0
Rachel Applegate 2 1 0
Raymond Banker 2 1 0
Drainage Engineers (11)
Mike Norris 2 1 1
Jack Situ 2 1 1
Bob Fedorka 2 1 0
Crystal Fernandez 1 0 0
David Jeffers 2 1 0
Jeri Louck 2 1 0
Karen Betancourt 2 1 0
Kevin Bischel 2 1 0
Larry Morden 2 1 0
Stacey Lapp 2 1 0
Tony Regis 2 1 0
Office/Spare 2 0 0
Drainage Inspectors (6)
Pete Martinez 2 0 1
Carol McCarthy 0 0 1
Frank Nutter 0 0 1
Gary Schwartz 0 0 1
Ruben Gonzales 0 0 1
Office/Spare 0 0 1
Fast Track Stations (4) 8 4 0
Building Inspectors (16)
William Haas 1 0 1
Justin Pascarella 1 0 1
Kevin Cook 1 0 1
Alan MacDonald 0 0 1

Dan Fantger 0 0 1
David Szymanski 0 0 1
Dennis Mack 0 0 1
Dennis Schnick 0 0 1
Gary Gilliland 0 0 1
Gilbert Miranda 0 0 1
Henry Rivas 0 0 1
Josh Melstrom (Contract) 0 0 1
Mark Smith 0 0 1
Mike Rosiewicz 0 0 1
Shelly MacDonald 0 0 1
Stacey McCullough 0 0 1
Paul Terek 0 0 1
Office/Spare 0 0 2
Administration (2)
Debra Stark 1 0 0
Lynn Favour 1 0 0
Doug Torda 1 0 0
Helen Boswell 1 0 0
Totals 85 36 27 21
Older 30 inch monitors used; not new
Front Counter (22)
Station 1 - Permit Issuance 1 0 0
Station 2 1 0 0
Station 3 1 0 0
Station 4 1 0 0
Station 5 1 0 0
Station 6 1 0 0
Station 7 1 0 0
Station 8 1 0 0
Station 9 1 0 0
Station 10 1 0 0
Station 11 1 0 0
Station 12 1 0 0
Station 13 1 0 0
Station 14 1 0 0
Station 15 1 0 0
Station 16 1 0 0
Station 17 1 0 0
Station 18 1 0 0
Station 19 - AQ 0 0 0
Station 20 - AQ 0 0 0
Station 21 - Cashier 1 0 0
Station 22 - Cashier 1 0 0
Finance (1)
Cindy Calson 1 0 0
Cost per Unit
Monitors $ 1,129.92 $ 96,043.20
Computers $ 2,000.00 $ 42,000.00
Writing Pads $ 250.00 $ 9,000.00
Tuff Tab Totals $ 4,175.00 $ 112,725.00
Video Cards $ - $ -
$ 259,768.20
Notes:
*It is recommended that 2 - 30 inch monitors be utilized per desktop.
*Do the monitors have built in cameras?
*The front counter will receive older 30 inch monitors during the replacement
*Cindy Carlson will receive a 30 inch monitor from one of the ones being refreshed
*Refreshing 21 computers

OET Costs

Maricopa County
Planning & Development
EDR System
Estimated Start Date: January 2016
OET Cost
Staff Name Estimated Hours Hourly Rate Total Amount
Project Management 48 $ 63.00 $ 3,024.00
EDR Installation (ePlanCheck) 28 50.00 1,400.00
EDR Analysis (44 current workflows) 56 35.00 1,960.00
EDR Training (Admin and Reviewers) 16 35.00 560.00
Testing and Go Live prep 32 35.00 1,120.00
Go Live Support 24 35.00 840.00
- -
204 $ 8,904.00

Workflows Identified
Module Workflow
1 Building COMMERCIAL
2 Building MFR HOME
3 Building POOL-SPA
4 Building COMP-CODE
5 Building DRAINAGE FINAL COMPLIANCE
6 Building COMP-FINAL
7 Building FIRE DAMAGE
8 Building GROUP HOME
9 Building COMP MOVE ON
10 Building BLDG_EXPEDITED
11 Building MISCELLANOUS_EXP
12 Building MFR HOME EXP
13 Building POOL-SPA_EXP
14 Building FENCE_BLDG
15 Building BLD_GRADING
16 Building PND_BLD_ELEC
17 Building PND_BLD_MECH
18 Building PND_BLD_NT-MINOR
19 Building PND_BLD_PLUM
20 Building RESIDENTIAL-NEW
21 Building MFR HOME
22 Building RESIDENTIAL-BASEMT
23 Building MISCELLANOUS
24 Building BLDG_LANDUSE
25 Building STANDARD PLAN
26 Planning PND_PLN_CPA
27 Planning PND_PLN_DMP
28 Planning PND_PLN_MCP
29 Planning PND_PLN_DMP_MINOR
30 Planning PND_PLN_UC
31 Planning PND_PLN_BOA
32 Planning PND_PLN_DRB
33 Planning PND_PLN_POD
34 Planning PND_PLN_PREAPPLICATION
35 Planning PND_PLN_SUP
36 Planning PND_PLN_STATUS
37 Planning PND_PLN_SUBD
38 Planning PND_PLN_SUB_PRE PLAT
39 Planning PND_PLN_ZONE CHANGE
40 Planning PND_PLN_TUP
41 Planning PND_PLN_TA
42 Planning PNS_PLN_WCF
43 MCDOT MCDOT
44 Flood Control FP_FLOODPLAIN PERMIT PROCESS

Current Desired
ACA ACA
Agency Group Type Sub Type Category Function Function
Development Services Branch Record Types
MCOSS PnD Building Commercial Accessory View Apply
MCOSS PnD Building Commercial Addition View Apply
MCOSS PnD Building Commercial AFP View Apply
MCOSS PnD Building Commercial Alteration View Apply
MCOSS PnD Building Commercial Demolition View Apply
MCOSS PnD Building Commercial Move On Structure View Apply
MultiSection Manufactured
MCOSS PnD Building Commercial View Apply
Home
MCOSS PnD Building Commercial New View Apply
MCOSS PnD Building Commercial Pools and Spas View Apply
MCOSS PnD Building Commercial Principal Use View Apply
MCOSS PnD Building Commercial Production View Apply
MCOSS PnD Building Commercial Signs View Apply
MCOSS PnD Building Compliance Inspection Code Compliance Inspection View Apply
MCOSS PnD Building Compliance Inspection Drainage Final Inspection View Apply
MCOSS PnD Building Compliance Inspection Final Inspection View Apply
MCOSS PnD Building Compliance Inspection Fire Damage Inspection View Apply
MCOSS PnD Building Compliance Inspection Group Home Inspection View Apply
MCOSS PnD Building Compliance Inspection Move On Structure Inspection View Apply
MCOSS PnD Building Expedited Accessory View Apply
MCOSS PnD Building Expedited Electrical View Apply
MultiSection Manufactured
MCOSS PnD Building Expedited View Apply
Home
MCOSS PnD Building Expedited New View Apply
MCOSS PnD Building Expedited Plumbing View Apply
MCOSS PnD Building Expedited Pools and Spas View Apply
MCOSS PnD Building Expedited Production View Apply
MCOSS PnD Building Fence Fences View Apply
MCOSS PnD Building Grading Grading Only View Apply
MCOSS PnD Building Grading Infrastructure Only View Apply
MCOSS PnD Building Grading Miscellaneous Grading View Apply
MCOSS PnD Building Grading Subdivision Infrastructure View Apply
MCOSS PnD Building Miscellaneous_1 Miscellaneous View Apply
MCOSS PnD Building Residential_1 Move On Structure View Apply
MCOSS PnD Building Residential_1 Pools and Spas View Apply
MCOSS PnD Building Residential_1 Principal Use View Apply
MCOSS PnD Land Use Land Use Land Use View Apply
Standard
MCOSS PnD Standard Plans Standard Plans View Apply
Plans
Planning Services Branch Record Types
Compreh
MCOSS ensive Comprehensive Plan View Apply
Planning Planning Comprehensive Plan Amendment Amendment
Compreh
MCOSS ensive View Apply
Planning Planning Development Master Plan Development Master Plan
Compreh
MCOSS ensive View Apply
Planning Planning Military Compatibility Permit Military Compatibility Permit
Compreh
MCOSS ensive View Apply
Planning Planning Minor Amendment to DMP Minor Amendment to DMP
Compreh
MCOSS ensive View Apply
Planning Planning Use Compatibility Consistency Use Compatibility Consistency
Current
MCOSS Planning Planning Board of Adjustment Board of Adjustment View Apply
Current
MCOSS Planning Planning Drainage Review Board Drainage Review Board View Apply

Current
MCOSS Planning Planning Plan of Development Plan of Development View Apply
Current
MCOSS Planning Planning Pre-Application Meeting Pre-Application Meeting View Apply
Current
MCOSS Planning Planning Special Use Permit Special Use Permit View Apply
Current
MCOSS Planning Planning Status Report Status Report View Apply
Current
MCOSS Planning Planning Subdivision Final Plat View Apply
Current
MCOSS Planning Planning Subdivision Modification of Stipulation View Apply
Current
MCOSS Planning Planning Subdivision Preliminary Plat View Apply
Current
MCOSS Planning Planning Subdivision Preliminary Plat Extension View Apply
Current
MCOSS Planning Planning Temporary Use Permit Temporary Use Permit View Apply
Current
MCOSS Planning Planning Text Amendment Text Amendment View Apply
Current
MCOSS Planning Planning Wireless Communication Fac Wireless Communication Fac View Apply
Current
MCOSS Planning Planning Zone Change Zone Change View Apply
MCDOT Departement Record Types
ROW Not
MCOSS MCDOT Permit Right of Way Permit Right of Way Permit Viewable Apply
Flood Control Department Record Types
FloodCon FloodCon Not
MCOSS trol trol Floodplain Permit Floodplain Permit Viewable Apply